What Is SRI?

Sustainable and Responsible Investing (SRI) refers to an investment process that, along with traditional financial analysis, integrates analysis of a company’s social responsibility in pursuit of enhanced long-term returns. But what does that really mean?

It’s a different way to assess the value of a corporation.

SRI provides a comprehensive way to assess a company’s real value by including both corporate responsibility and sustainability measures in a company’s valuation—factors Calvert believes to be as critical to long-term performance as traditional financial measures. An SRI investor looks for certain red flags that traditional investors might miss. Additionally, they see the long-term cost savings and revenue-driving potential of sustainability innovation and leadership.

It’s a different way to engage with a corporation.

As fully engaged company “owners,” SRI investors can use the power of their proxy votes, shareholder resolutions, and other means to encourage companies to improve their practices on issues of concern. A large shareowner, such as a mutual fund, can engage in regular, direct dialogue with company executives to influence key decisions on issues of importance to fund investors.

It’s a different way to help your community.

SRI can also make a difference at the local level, through microfinance and investment in nonprofit organizations reaching underserved populations. Certain Calvert portfolios devote a percentage of assets to microcredit, small business loans, affordable housing, and other areas of positive societal impact.

What Is SRI?

  • SRI

    Why SRI Matters

    If smart investment requires vision that doesn’t stop at balance sheets and stock prices, then where can we look for a more complete picture of a company's value?

  • Issue briefs

    Issue Briefs

    Real and profound issues—from the environment to human rights to tobacco—comprise the soul of SRI.

  • Calvert's History of SRI Leadership

    Calvert's History of SRI Leadership

    A leader in the field of sustainable and responsible investing since 1982, Calvert believes that ethical, sustainable corporate policies contribute to sound financial performance.


Calvert mutual funds are underwritten and distributed by Calvert Investment Distributors, Inc., member, FINRA, and subsidiary of Calvert Investments, Inc. 800.368.2748

Calvert Investment Management, Inc. serves as the investment advisor and provides sustainability research for the Calvert mutual funds and institutional investment strategies.

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